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PepsiCo
PEP

Overview Fund Activity

2,151 hedge funds and large institutions have $121B invested in PepsiCo in 2017 Q4 according to their latest regulatory filings, with 267 funds opening new positions, 755 increasing their positions, 888 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,151
Holders Change
+167
Holders Change %
+8.42%
% of All Funds
48.85%
Holding in Top 10
176
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+7.98%
% of All Funds
4%
New
267
Increased
755
Reduced
888
Closed
80
Calls
$1.03B
Puts
$1.19B
Net Calls
-$156M
Net Calls Change
+$221M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$336M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$262M
3
AAMU
Amundi Asset Management US
Massachusetts
+$226M
4
Citadel Advisors
Citadel Advisors
Florida
+$208M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$156M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$671M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$485M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$254M
4
Credit Agricole
Credit Agricole
France
-$211M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
1701
Clearstead Trust
Maine
$527K – – –
AIA
1702
Arbor Investment Advisors
North Carolina
$527K +$26.4K +220 +5%
FCIM
1703
Fairview Capital Investment Management
California
$526K – – –
KA
1704
Kovack Advisors
Florida
$526K +$103K +860 +24%
HW
1705
Hancock Whitney
Mississippi
$525K -$719 -6 -0.1%
TL
1706
TrueWealth LLC
Georgia
$524K +$524K +4,369 New
SCM
1707
Stellar Capital Management
Arizona
$518K -$24.2K -202 -4%
KSA
1708
Ken Stern & Associates
California
$518K -$4.55K -38 -0.9%
GHAM
1709
Gilman Hill Asset Management
Connecticut
$518K – – –
B
1710
Brightworth
Georgia
$517K +$120 +1 +0%
SIM
1711
SSI Investment Management
California
$516K -$842 -7 -0.2%
RFM
1712
Royal Fund Management
Florida
$514K +$105K +875 +26%
AWM
1713
AllSquare Wealth Management
New York
$510K – – –
GXMC
1714
Global X Management Company
New York
$509K -$939K -7,830 -65%
Dodge & Cox
1715
Dodge & Cox
California
$509K – – –
CBT
1716
Central Bank & Trust
Kentucky
$509K – – –
AWA
1717
ARS Wealth Advisors
Florida
$507K +$35.9K +299 +8%
LAIC
1718
Lederer & Associates Investment Counsel
California
$504K – – –
DE
1719
Day & Ennis
Georgia
$504K +$360 +3 +0.1%
SLT
1720
St Louis Trust
Missouri
$504K +$504K +4,200 New
HC
1721
Hourglass Capital
Texas
$502K – – –
TCM
1722
Traynor Capital Management
Pennsylvania
$502K +$16.5K +138 +3%
SHA
1723
Seneca House Advisors
Virginia
$501K +$501K +4,181 New
SMFS
1724
Squar Milner Financial Services
California
$501K +$501K +4,184 New
GC
1725
Garde Capital
Washington
$500K +$34.2K +285 +7%
67 68
69
70 71